Planning Center, Inc. Dimensional ETF Tr Inflation P Transaction History

Planning Center, Inc.

$645 Million
Q2 2025

A detailed history of Planning Center, Inc. transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Planning Center, Inc. holds 868,594 shares of DFIP stock, worth $36.5 Million. This represents 5.63% of its overall portfolio holdings.

Number of Shares

868,594

Previous 849,966 2.19%

Holding current value

$36.5 Million

Previous $35.8 Million 1.46%

% of portfolio

5.63%

Previous 5.96%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	BUY	$41.11 - $42.42 $765,797 - $790,199	18,628 Added 2.19%	868,594 $36.3 Million
Q1 2025 Apr 18, 2025	BUY	$40.27 - $42.11 $3.86 Million - $4.04 Million	95,866 Added 12.71%	849,966 $35.8 Million
Q4 2024 Jan 22, 2025	BUY	$40.31 - $42.43 $392,458 - $413,098	9,736 Added 1.31%	754,100 $30.5 Million
Q3 2024 Nov 12, 2024	BUY	$40.69 - $42.46 $235,513 - $245,758	5,788 Added 0.78%	744,364 $31.5 Million
Q2 2024 Aug 08, 2024	BUY	$40.31 - $41.37 $29.8 Million - $30.6 Million	738,576 New	738,576 $30.2 Million

Others Institutions Holding DFIP

# of Institutions

148

Shares Held

16M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR INFLATION P

Ticker DFIP
Sector ETFs
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Planning Center, Inc. Dimensional ETF Tr Inflation P Transaction History